Five Star award winner Eric Pyles

PROFESSIONAL PROFILE

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Eric Pyles

Financial Advisor

CAP^®, CASL^®, CFP^®, ChFC^®, CLU^®, LUTCF, M.B.A., REBC^®, RHU^®, RICP^®

Hornor Townsend & Kent

2450 South Gilbert Road, Suite 100

Chandler, AZ 85286

Office: 480-219-8522

Cell: 480-225-0289

epyles@htk.com
www.azcambridge.com

Professional Approach

PROFILE

Cambridge Financial Services – Founding Partner

Cambridge Financial Services is a successful financial services company that has been in business almost two decades. Eric specializes in helping small business owners, medical professionals and families in wealth potential achieve their financial goals.

- CERTIFIED FINANICAL PLANNER™ professional (CFP® professional)

- Chartered Financial Consultant (ChFC®)

- Chartered Life Underwriter (CLU®)

- Life Underwriter Training Council Fellow (LUTCF)

- Chartered Advisor for Senior Living (CASL®)

- Registered Health Underwriter (RHU)

- Registered Employee Benefit Counselor (REBC®)

- Chartered Advisor in Philanthropy (CAP®)

- Retirement Income Certified Professional (RICP®)

Eric is a founding partner of Cambridge Financial Services and is also president of Cambridge Insurance Services, which is an independent property and casualty company. He is also managing partner of a commercial real estate investment firm with over 30 tenants. He specializes in helping professionals, small business owners and families pursue their optimal wealth potential. Eric also specializes in setting up competitive employee benefit packages; this includes retirement plans, group health benefits, group disability and life plans.

HOBBIES

- Vacations with the family

- Coaching high school football

- Racquetball

- Serving others (at least 15 hours a week)

- Reading (at least 50 books a year)

FUN FACTS

- Survived a plane crash, a fall in the mountains and a major stroke

- Have 6 great kids.

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 Phoenix-area wealth managers were considered for the award; 101 (4% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.

Click to access BrokerCheck

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044, 800.818.8184. www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not accept time-sensitive or action-oriented messages delivered via e-mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. 5711194RG_May25

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.